Financial Services Representative

2 days ago


Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878
Job Overview

We are seeking a proactive sales professional to join our team as a Financial Services Representative. The ideal candidate will be responsible for cross-selling various financial products to bank customers, building relationships, and acquiring new clients.

Key Responsibilities:
  1. Generate leads from assigned bank locations.
  2. Cross-sell financial products to bank customers.
  3. Acquire new customers by utilizing the bank's database, foot traffic, and generated prospects.
  4. Make appointments, explore customer financial needs, and select appropriate products to meet those needs.
  5. Ensure timely completion of sales by facilitating medical reports and the prompt issuance of policy documents.
Requirements:
  • A minimum of 1 year of sales experience in any of the insurance channels.
  • Experience in insurance or BFSI is mandatory.
  • Must be a graduate.
  • A good track record and employment stability are essential.
  • Experience in sales verticals like banking, pharma, retail, and telecom is also preferred.


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